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iShares 3-7 Year Treasury Bond ETF

608 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 58

40% more call options, than puts

Call options by funds: $332M | Put options by funds: $236M

11% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 205

4% more funds holding

Funds holding: 582608 (+26)

3% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$315M)

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

1.24% less ownership

Funds ownership: 84.76%83.52% (-1.2%)

Holders
608
Holders Change
+26
Holders Change %
+4.47%
% of All Funds
9.55%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
86
Increased
228
Reduced
205
Closed
58
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
501
D.J. St. Germain
Massachusetts
$153K +$156K +1,330 New
BCV
502
Banque Cantonale Vaudoise
Switzerland
$145K -$13.6K -116 -8%
CA
503
Clearstead Advisors
Ohio
$144K -$657K -5,607 -82%
BWA
504
BDO Wealth Advisors
Florida
$138K
WWP
505
WR Wealth Planners
Missouri
$136K +$54.7K +467 +66%
HI
506
Harbour Investments
Wisconsin
$131K -$120K -1,027 -47%
DIP
507
DT Investment Partners
Pennsylvania
$126K -$468 -4 -0.4%
CWM
508
Consultiva Wealth Management
Puerto Rico
$125K
IWP
509
Icon Wealth Partners
Texas
$115K
PP
510
PrairieView Partners
Minnesota
$101K -$255K -2,177 -71%
SSB
511
Sandy Spring Bank
Maryland
$98.8K +$18.7K +160 +23%
RI
512
Ridgewood Investments
New Jersey
$98K -$25.2K -215 -20%
SPIA
513
Steward Partners Investment Advisory
New York
$91.8K -$58.8K -502 -39%
RCM
514
Rain Capital Management
Oregon
$89.9K -$22.1M -188,580 -100%
CFO
515
CVA Family Office
Colorado
$89.1K -$215K -1,832 -70%
LWCFA
516
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.4K +$88.8K +758 New
CPA
517
Cardiff Park Advisors
California
$82.1K
SMFG
518
Sumitomo Mitsui Financial Group
Japan
$71.7K
YDMI
519
Y.D. More Investments
Israel
$69.8K
PCTC
520
Perkins Coie Trust Company
Washington
$62.8K -$21.1K -180 -25%
CPG
521
Cornerstone Planning Group
New Jersey
$62.2K +$63.2K +540 New
FFA
522
Farther Finance Advisors
California
$61.3K
RBC
523
Roble Belko & Company
Pennsylvania
$57K +$22.6K +193 +63%
FCA
524
FinTrust Capital Advisors
South Carolina
$55K
BC
525
Barrett & Company
Rhode Island
$53.6K